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Heart“A customer made a special trip to the Bank to thank me for referring her to Wealth Management. As she approached me with a gentle smile, she told me that Brett is helping them with a plan to put her and her husband in a good position for their future retirement. Brett also taught them a few things to watch for as they get closer to retirement. What makes this so special? You see, her husband has been disabled for quite some time, and their income has been squeezed. This wonderful woman has been fretting for a long time, thinking that she may not be able to retire because of their financial situation. She found some relief. I love giving customers tools to win their battles or to at least fight back with more confidence and knowledge.”

-Kelley, Bank Teller

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